See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,241 | $51,638-29.8% | $68,368-47.0% | $82,448-56.0% |
| Participation rate | 25.8% | 63.6%-37.8pp | 73.8%-47.9pp | 68.1%-42.3pp |
| Annual return | 18.16% | 37.53%-19.4pp | 292.57%-274.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,166 | $2,914-60.0% | $4,123-71.7% | $4,139-71.8% |
| Admin fee / account holder | $225 | $4,643-95.2% | $5,150-95.6% | $7,234-96.9% |